Beth Leake
Paraplanner
203-793-0707 phone
203-793-0705 fax
beth@SAM-RIA.com
Beth brought a broad range of experience with her when she joined the firm as a Financial Paraplanner. Following 15+ years in the real estate industry as a sales agent and property appraiser, she transitioned to the legal field where she served for 10+ years as the firm administrator in a law firm that specialized in tax controversy and litigation. It is there that she obtained her IRS Enrolled Agent designation which enabled her to represent clients directly with the IRS to advocate on their behalf. Beth is also a Registered Social Security Analyst.
In all her professional roles, Beth has enjoyed the opportunity to collaborate directly with clients. She truly thrives on developing these interpersonal relationships, and her warm, compassionate manner and positive life outlook have been mutually beneficial. Beth is excited to be part of an exceptional group that helps people pave their successful financial path into retirement and beyond.
As a certified personal trainer, Beth is passionate about everything fitness. On her off time, you can most often find her running, rowing, paddleboarding, or doing Pilates. When she is not getting her work out on, Beth enjoys spending time with her husband, 3 awesome children and their families, and Bella (woof woof).
